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Tom Parker

Tom Parker
Financial Advisor Private Client Group Truist Investment Services, Inc.

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

Tom.Parker@Truist.com

Phone 202-661-0708

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About me

Background

I’m a Financial Advisor with Truist Wealth. My particular focuses are investment management, client relationships, and business investment planning. Our group is passionate about creating elegant solutions for busy physicians, attorneys, and business owners, helping them achieve their financial goals and ambitions. 

We manage the entire financial life of our clients, which includes plan and goal coaching, helping them make sense of global markets, and assisting them in gaining a higher level of financial confidence through life’s journey. Our team has a combined wealth and investment management experience of over 65 years.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts - Business Administration
University of Wisconsin - Eau Claire

Personal Interests

I proudly served in the U.S. Army Reserve Corp of Engineers for 11 years as a heavy equipment operator (enlisted) and a combat engineer (officer). I’m an active member of the Washington Association of Money Managers and an avid outdoorsman, with a love of hunting, fishing, and hiking.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

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